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ProShares Ultra Real Estate

24 hedge funds and large institutions have $18.9M invested in ProShares Ultra Real Estate in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more capital invested

Capital invested by funds: $9.7M → $18.9M (+$9.19M)

9.55% more ownership

Funds ownership: 6.51%16.05% (+9.5%)

11% less funds holding

Funds holding: 2724 (-3)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

63% less call options, than puts

Call options by funds: $4.04M | Put options by funds: $10.8M

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
7
Calls
$4.04M
Puts
$10.8M
Net Calls
-$6.79M
Net Calls Change
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$8.54M +$9.54M +184,242 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.66M +$3.13M +60,386 +326%
TFA
3
Toth Financial Advisory
Virginia
$1.81M -$28.5K -550 -1%
TRCT
4
Tower Research Capital (TRC)
New York
$956K +$1.07M +20,618 New
Jane Street
5
Jane Street
New York
$927K +$1.04M +20,000 New
LPL Financial
6
LPL Financial
California
$914K -$54.7K -1,056 -5%
Goldman Sachs
7
Goldman Sachs
New York
$412K +$166K +3,212 +57%
EWA
8
Exencial Wealth Advisors
Oklahoma
$383K
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$322K -$449K -8,670 -56%
TH
10
Timber Hill
Connecticut
$211K +$236K +4,562 New
VKH
11
Virtu KCG Holdings
New York
$209K +$48.6K +938 +26%
Simplex Trading
12
Simplex Trading
Illinois
$126K +$129K +2,482 +1,043%
Citadel Advisors
13
Citadel Advisors
Florida
$97K +$27.3K +528 +34%
Bank of America
14
Bank of America
North Carolina
$85K
UBS Group
15
UBS Group
Switzerland
$77K -$77.2K -1,490 -47%
Morgan Stanley
16
Morgan Stanley
New York
$48K -$5.39K -104 -9%
ASN
17
Advisory Services Network
Georgia
$38K -$69K -1,332 -62%
BAM
18
Brave Asset Management
New Jersey
$28K
WRM
19
Westport Resources Management
Connecticut
$19K
Citigroup
20
Citigroup
New York
$11K -$3.42K -66 -21%
BAM
21
Barrett Asset Management
New York
$6K
KCM
22
Karp Capital Management
California
$2K
WA
23
WFG Advisors
Texas
$2K
CT
24
CMT Trading
Illinois
-$1.28M -22,606 Closed
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
-$456K -8,040 Closed

URE Hedge Fund Activity: Q2 2015 in Review

24 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Real Estate (URE) for Q2 2015, worth a combined $18.9M — up 95% from $9.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of URE and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $9.54M. The largest seller was CMT Trading, exiting entirely with an estimated $1.28M sold.

  • 24 institutional investors held ProShares Ultra Real Estate (URE) as of Q2 2015, down from 27 in Q1 2015.
  • Funds reported $18.9M of ProShares Ultra Real Estate stock for Q2 2015, up 95% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Real Estate positions in Q2 2015 and 7 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Real Estate buyer in Q2 2015 was Virtu Financial, an estimated $9.54M added.
  • The largest ProShares Ultra Real Estate seller in Q2 2015 was CMT Trading, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2015.